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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,052 | $88,672-14.2% | $105,223-27.7% | $82,448-7.8% |
| Participation rate | 36.0% | 67.9%-32.0pp | 75.0%-39.1pp | 68.1%-32.1pp |
| Annual return | 17.39% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,266 | $3,048-58.5% | $3,689-65.7% | $2,551-50.4% |
| Participant deferral / active EE | $2,668 | $4,036-33.9% | $5,072-47.4% | $4,139-35.5% |
| Admin fee / account holder | $2,065 | $7,146-71.1% | $8,859-76.7% | $7,234-71.5% |